Kendra Crowley
Summary
Results-driven finance professional with extensive experience in sales and relationship management. Specializes in portfolio management and financial planning, fostering strong client relationships. Demonstrates effective collaboration and problem-solving skills, delivering tailored financial solutions and exceptional client service.
Overview
7
7
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
Investment Counselor
Fisher Investments
Tampa, FL
10.2023 - Current
- Delivered personalized investment advice aligning with clients' financial goals, enhancing client satisfaction.
- Analyzed current events and market trends to equip clients with timely updates and educational resources.
- Cultivated strong client relationships through consistent communication, fostering trust and long-term engagement.
- Oversaw operational procedures to make sure all account related tasks were completed properly.
- Managed 200+ accounts with $350,000,000+ in AUM.
Account Executive
Fisher Investments
Tampa, FL
03.2021 - 10.2023
- Educated clients on financial concepts and investment options clearly and effectively.
- Facilitated regular follow-ups to maintain strong communication with clients.
- Used excellent verbal skills to engage with customers and effectively determine needs and requirements.
- Maintained high activity average to maximize outreach, with an average of 250 outbound activities per day.
- Brought in largest deal in office history less than 6 months into tenure.
Outside Sales Representative
Reece Builders
Tampa, FL
07.2020 - 03.2021
- Presented product demonstrations to potential clients, highlighting features and benefits.
- Utilized upselling techniques to maximize revenue.
- Calculated production, delivery, and installation costs to provide customers with accurate quotes.
- Assisted clients with financing and installation logistics to ensure best experience.
Financial Advisor
AXA
Tampa, FL
07.2019 - 07.2020
- Educated clients on insurance products and retirement savings options.
- Maintained up-to-date knowledge of financial regulations and compliance standards, including obtaining multiple licenses.
- Identified new business opportunities through networking and referrals.
- Adjusted business process to maintain success during unexpected remote work.
Education
Associate of Science - Finance
The University of Tampa
Tampa, FL 08.2015 - 05.2019
Skills
- Investment analysis
- Customer relationship management
- Effective communication
- Problem solving
- Time management
- Retirement planning
- Leadership qualities
- Self-motivated nature
- Organizational skills
- Team collaboration
Certification
- FINRA Series 65
Timeline
Investment Counselor
Fisher Investments
10.2023 - Current
Account Executive
Fisher Investments
03.2021 - 10.2023
Outside Sales Representative
Reece Builders
07.2020 - 03.2021
Financial Advisor
AXA
07.2019 - 07.2020
Associate of Science - Finance
The University of Tampa
08.2015 - 05.2019